Profit Sharing · DOL Form 5500 · 2024

Talestry Inc. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
7
Participants Small participant base
48th
Percentile by assets National rank
$997,325
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Talestry Inc. Retirement Plan · Sponsored by Talestry Inc. · Tennessee · Administrative & Support Services

$7M in assets, 7 participants

Talestry Inc.'s Talestry Inc. Retirement Plan reported $7M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 48th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,047 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Talestry Inc. Retirement Plan ranks #3,047 of 4,368 2024 filers by assets (413% of the sector average)-$7M for 7 participants.

#3,047
in Administrative & Support Services (4,368 peers)
+24.6%
assets growth YoY

Talestry Inc. Retirement Plan's mid-pack asset rank among Administrative & Support Services and all filers

Talestry Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,981,274 48th percentile higher than 48% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Talestry Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Talestry Inc. Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Talestry Inc. Retirement Plan reported participants rose from 3 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Talestry Inc. Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Talestry Inc. Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 472677601 · Talestry Inc. PY 2024 · Profit Sharing

Talestry Inc. Retirement Plan · $7M · 7 · 48th

  • EBSA $7M
  • EBSA 7
  • EBSA 48th
  • EBSA Profit Sharing
  • EBSA near Arch Financial Services, Inc. Profit Sharing Plan
  • EBSA ind #3047

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Administrative & Support Services retirement plans → · Plans in Tennessee →

Talestry Inc. Retirement Plan in the asset neighbourhood

F P Architects New York Limited 401(k) PlanF P Architects New York Limi…$7MTalestry Inc. Retirement Plan$7MArch Financial Services, Inc. Profit Sharing PlanArch Financial Services, Inc…$7MGetz Funeral Home Inc. Profit Sharing PlanGetz Funeral Home Inc. Profi…$7MContinental Brokerage Corporation Profit Sharing PlanContinental Brokerage Corpor…$7M
End-of-year total assets ($M) among Talestry Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN472677601
Plan Effective Date2015-03-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Talestry Inc.)

Sponsor-wide plan assets over time

All Talestry Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 106.00935902649127% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.39M $6.98M ▲ +105.9%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 3 $6M
2024 1 7 $7M

Nearby Profit Sharing Plans in Tennessee

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Talestry Inc. Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Talestry Inc. Retirement Plan, Total assets ($M): 6.981274 · Participants: 7Talestry Inc. Retirement PlanBallad Health 401(a) Plan, Total assets ($M): 486.286208 · Participants: 4963Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 95.199644 · Participants: 527Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 88.353304 · Participants: 1393New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 78.101983 · Participants: 236Ulps Employee Savings PlanThompson Machinery Commerce Corp Profit Sharing Plan, Total assets ($M): 57.665281 · Participants: 944Thompson Machinery Commerce Corp Profit Sharing Plan
Talestry Inc. Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Talestry Inc. Retirement Plan side-by-side with 3 peers →

Talestry Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Arch Financial Services, Inc. Profit Sharing Plan in FL ($7M); by covered participants it is Agerasia Inc. Retirement Plan in FL (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Talestry Inc. Retirement Plan assets move in 2024? ▼
Talestry Inc. Retirement Plan grew sharply - up 24.6% during 2024, from $6M to $7M. Reported net income was $1M.
How have Talestry Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Talestry Inc.'s sponsor-wide assets grew 106.0%, from $3M to $7M.
Which Profit Sharing plans are similar in size to Talestry Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Arch Financial Services, Inc. Profit Sharing Plan in FL ($7M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Talestry Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Agerasia Inc. Retirement Plan in FL (7 participants, $2K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 472677601.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.